Families saved £1.28bn in IHT last year by leaving gifts to charities in their wills as more people used charitable legacies to reduce the tax burden on their estates.

Four in five less experienced investors have used AI for help with investing – and around two-thirds of investors overall report turning to AI for investment help occasionally or regularly, according to a new FCA study.

London-based discretionary fund manager EGR Wealth Limited (FRN: 5375820) has this week gone into administration following voluntary restrictions agreed by the firm with the FCA in July.

Nine in 10 (92%) pension savers would retire earlier than they planned if they were able to save enough to quit work and live comfortably, according to new research.

The FCA has announced a ban and fine for three wealth managers due to their reported involvement in a scheme helping clients bypass UK visa rules. 

Colin Lawson, the founder of leading North West-based Financial Planning firm Equilibrium, has died at the age of 56 after a short illness.

The Society of Pension Professionals (SPP), which represents more than 20,000 pension professionals, has called for stronger protection for consumers who use SIPPs (self invested personal pensions).

In this column for Financial Planning Today, Christiaan Coolen of Lexington Wealth Management, explains what it took to achieve Certified Financial Planner (CFP) status, a designation held by many Financial Planners.

Reigate-based Financial Planning and wealth management firm One Financial Solutions has become directly authorised by the FCA.

Aberdeen Investments plans to combine two of its real estate funds to create a flagship global real estate strategy with more than £700m under management.